Principal Asset Management

Company Description:
At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.

Position Location:
Des Moines, Iowa

Salary:
$86500 - $116900 / year

Bonus and/or Additional Compensation:
Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Brief description about the position:
As a Portfolio Analyst II, you will support the General Account Equity Portfolio Management team that invests on behalf of Principal Life Insurance Company providing analytical reporting and other support within the Principal Real Estate team!

Responsibilities:

Portfolio Analysis: Working with senior staff, provide analytical support regarding client business plans and investment strategies including portfolio performance, diversification measures, sensitivity analysis, variance analysis and other relevant financial analysis. Develop extensive knowledge of the assets within assigned portfolios.

Information Management and Reporting: Partner with other Portfolio Analysts to ensure that a coordinated flow of quality information reaches portfolio managers, consultants and clients. Assist in the reporting of economic and statistical portfolio reports as required by consultants and clients, regulatory agencies and others. Provide quality control of portfolio management information.

Market knowledge: Develop and apply a working knowledge of real estate market/portfolio dynamics. This includes occasional travel to relevant markets. Share knowledge in a cross-functional team environment.

Portfolio Research: Conduct ongoing and special project research, including in-depth portfolio reviews and analysis and real estate investment environment and emerging macro trends in real estate supply and demand.

Qualifications/Special Skills:
Bachelor’s degree in finance, real estate, business, or related field (real estate emphasis preferred)

2+ years’ of related work/internship experience including analytical and working knowledge of commercial real estate modeling techniques, including cash flow construction, IRR calculations, and time-weighted return calculations

Advanced proficiency in Microsoft Excel, including macros and data manipulation

Minimum years of experience required:

Skills That Will Help You Stand Out Proficiency in ARGUS for real estate valuation Experience using Power BI and PowerPoint Comfort with learning new technology tools and continual process improvement Strong analytical, organizational, and communication skills (both written and verbal) A proven ability to manage competing priorities and meet deadlines in a fast-paced environment A track record of team collaboration, effective decision-making, and attention to detail in quantitative analysis Experience collaborating with internal clients and presenting insights to stakeholders

Company Web Site:
https://careers.principal.com/us/jobs/45420?lang=en-us

Contact:
https://careers.principal.com/us/jobs/45420?lang=en-us